Exclusive Content on Instagram, like Super Tweets, is a compelling product for both the company and creators. It’s also why Bulletin is more compelling than it seems.
Daily Update
Archive of Daily Emails for Stratechery Members
Didi Removed From App Stores, China vs. Tech, CAID and Chinese Privacy
China’s move against Didi didn’t happen in isolation: it’s the latest in a series of moves that should give investors pause.
Shopify Lowers Developer Fees, Scaling Digital Suppliers, The Power of App Stores
Shopify is lowering fees for developers, which makes sense given it is operating an app store, the Internet’s most powerful business model.
Facebook Complaint Dismissed; Anti-Monopoly vs. Antitrust, Revisited; Where Facebook Lost
Facebook had a good day in court, but there was still one big reason to be concerned.
Lobbying Congress, Apple’s Report, What About Consumers?
Apple is belatedly waking up to its Congressional risk; Congress, though, needs to consider the risks of unintended consequences.
Evaluating Sundar Pichai, EC Announces New Google Investigation, Amazon Blocks FLoC
Google doesn’t have a leadership problem, it’s just getting old. Plus, another EC investigation, and why Amazon’s advertising business is well-placed.
Stripe Tax, Stripe Identity, Stripe’s Missed Opportunity
Stripe launched two new products: one makes perfect sense, while the other feels like a bit of a missed opportunity.
Shop Pay on Google and Facebook, Shopify’s Evolution, The E-Commerce Shift
The announcement that Shop Pay is available to any merchant on Facebook and Google marks an evolution in both e-commerce and Shopify itself
Starfield, an Xbox Exclusive; Xbox Cloud Gaming; New Consumer Paradigms
Microsoft’s E3 announcement give more shape to its cloud gaming ambitions, and highlight how difficult new consumers paradigms are today.
Apple and Creators; Fanhouse and a Middle Way; Pragmatism and Conversions
Apple is receiving objections from the creator economy about its share, but it is likely that creators will have to accepts Apple’s terms as they are.